Dr. David Kelly is the Chief Market Strategist for J.P. Morgan Funds. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to thousands of financial advisors and their clients.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial advisors can use to communicate to their clients. He is a keynote speaker at many national investment conferences. David is also a frequent guest on CNBC, and other financial news outlets and is widely quoted in the financial press.

Prior to joining J.P. Morgan Funds, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

Andrew D. Goldberg, Vice President, is a Market Strategist on the J.P. Morgan Funds U.S. Market Strategy Team. In this role, Andrew is responsible for delivering timely market and economic insight to financial advisors across the country. He is consistently ranked as a top speaker at major industry conferences and events.

As a member of the strategy team from its inception, Andrew is one of the co-creators of the Market Insights program, J.P. Morgan’s industry leading value-add offering to the financial advisor marketplace. Andrew also leads the team’s research effort and oversees the production of the quarterly Guide to the Markets.

Andrew joined J.P. Morgan in 2002, and prior to joining the strategy team was an investment analyst on the Behavioral Finance Client Portfolio Management Team and a trade coordinator for the firm’s separately managed account business.

Andrew obtained a B.S. in Business Administration from Bryant University, and holds series 7 and 63 licenses.

Joseph S. Tanious, Vice President, is a Market Strategist on the J.P. Morgan Funds U.S. Market Strategy Team. In this role, Joseph is responsible for delivering timely market and economic insight to clients across the country. Since joining the team, Joseph has been instrumental in developing and leading the group’s equity research efforts.

Joseph first joined J.P. Morgan in 2009, where he worked in the Investment Bank on mergers and acquisitions, as well as capital-raising solutions. Prior to joining the firm, Joseph held various positions in both Asset Management and Private Wealth Management at Wells Fargo for nine years. Most recently, he was a Regional Director of Institutional Sales at Wells Fargo Asset Management, where he was responsible for managing key institutional relationships.

Joseph is a CFA charterholder. He also obtained an M.B.A. in Finance and Economics from Columbia Business School, and a B.A. in Economics from the University of California, Irvine. Joseph also holds series 7, 63 and 65 licenses.